NAEPC Webinar: Post-Mortem Estate Planning
Presented by National Association of Estate Planners & Councils
Wednesday, December 12, 2018
3:00pm - 4:00pm ET
Speaker: Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
This presentation will cover the many facets of Post-Mortem Estate Planning including:
Jeremiah W. Doyle, IV is a Senior Vice President and Family Wealth Strategist at BNY Mellon Wealth Management in Boston, MA. He advises high net worth clients on how to hold, manage and transfer wealth. Mr. Doyle is an Adjunct professor of law at the Boston University Law School Graduate Tax Program. He received his BS from Providence College, JD from Hamline University Law School, LL.M. (taxation) from Boston University Law School, and LL.M. (banking law) from Boston University Law School.
REGISTER HERE for the individual program.
A general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.
Sarah G. Butterfield, Administrator
National Association of Estate Planners & Councils
1120 Chester Ave., Ste. 470
Cleveland, OH 44114
Please note my direct dial: 216-696-3665
ph: 866-226-2224 / fax: 216-696-2582
My regular office hours are Monday – Friday, 9:30 am – 2:30 pm ET.